An appointment affects more than the calendar. Explore the modules around your service day.
Booking, staff, routes, customers, surveys, customer recovery, referrals, financial reporting and simulation: each module covers a specific part of operations. Open the one you want to examine.
Go straight to the function you need.
Included modules depend on the selected package and options. Several can be involved in the same day, but each has a specific role.
- Booking
Appointment booking
Check the request, duration, price, and availability before confirming.
Explore the module - Team
Staff management
Prepare employee schedules, absences, field settings, and appointment calendar.
Explore the module - Route
Routing and route optimization
Review visit order, travel times, and arrival and departure times.
Explore the module - Customers
Customer Directory
Find the customer record, appointment history, and useful information before acting.
Explore the module - Customer experience
Surveys and customer experience
Collect responses, identify situations to review, and open the details needed for follow-up.
Explore the module - Customer follow-up
Customer recovery
See open cases, cases already handled, and recorded actions for situations that need follow-up.
Explore the module - Referrals
Referrals
Set discounts, rewards, caps, dates, and blackout periods for the referral program.
Explore the module - Finance
Financial Dashboard
Review available revenue and other indicators, from the overall picture down to the detail, before drawing conclusions.
Explore the module - Simulation
Growth Simulator
Change assumptions, compare scenarios, and keep simulated results distinct from forecasts.
Explore the module
You know what is slowing you down, but not which module to open?
Use the Use Cases page to start from a concrete situation rather than a module name.
Bring the problem that is slowing you down today.
The demo starts from your actual situation to examine the useful modules, without walking through those that do not address your priority.